Consolidated Edison stock holds near consensus target as analysts stay cautious

Published on 09/09/2026 at 15:06 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Consolidated Edison stock trades close to its average analyst target of USD 108.93 as of September 9, 2026, with a consensus Reduce rating. The latest data show three Buy, six Hold and six Sell recommendations on the shares.

Fotorealistisches Umspannwerk mit NYC-Skyline im Hintergrund, Hochspannungsanlagen — Consolidated Edison Umspannwerk New York City Luftaufnahme Hochspannung Transformatoren Infrastruktur NYSE US2091151041, Illustration mit AI erstellt.

Consolidated Edison stock (ISIN US2091151041) is trading near its current average analyst price target of USD 108.93 as of September 9, 2026, reflecting a cautious consensus stance on the New York utilities group.

Analyst consensus signals limited upside

According to MarketBeat on September 9, 2026, Consolidated Edison currently carries a consensus analyst rating of Reduce, based on three Buy recommendations, six Hold ratings and six Sell ratings, with an average 12 month price target of USD 108.93 per share.

A second ownership update from MarketBeat dated September 9, 2026 repeats the same consensus picture, again citing three Buy, six Hold and six Sell ratings and confirming the average target price at USD 108.93.

This distribution of recommendations means that more analysts currently rate Consolidated Edison stock as Hold or Sell than as Buy, which in turn suggests that many see only limited upside from the present level compared with the USD 108.93 consensus target.

Institutional flows and risk considerations

The AXQ Capital LP filing discussed by MarketBeat on September 9, 2026 highlights that this institutional investor reduced its position in Consolidated Edison, while the California State Teachers Retirement System increased its stake over the same period, illustrating that institutional opinion on the utility remains mixed.

For investors, the consensus Reduce rating combined with a balanced mix of institutional buying and selling underlines key risks around valuation and regulatory exposure, even as the USD 108.93 average price target still implies some potential for the stock to trade higher than recent levels if the company delivers on its earnings and dividend plans.

Stock price and valuation context

As of the latest available New York Stock Exchange trading data in early September 2026, Consolidated Edison stock trades in the vicinity of the USD 108.93 average analyst target cited by MarketBeat, meaning that the shares are trading close to the level that analysts on average consider fair value.

In practical terms, a share price that is roughly aligned with the USD 108.93 target implies only modest upside to the consensus estimate and raises the importance of future earnings reports and regulatory decisions for any re-rating of Consolidated Edison stock.